Fees

Basically, there are three ways I work:

1. Fee-based Financial Planning is based on complexity of services to be provided and net worth of client. 

2. Fee-based Investment Management, where you pay a fee based on a percentage of assets managed through Eagle Strategies LLC, a Registered Investment Adviser. Our fees vary according to the size of the account and the money manager chosen. Please e-mail or call our office for an initial consultation to see if a Managed Account would fit your investment strategy.

3. Commission Based, where you pay a commission based on the particular product purchased.

Disclosure

Sammy Clyatt is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, KS, NC, SC, and TN. No insurance business may be conducted outside the states referenced.

Sammy Clyatt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7405 Shallowford Rd Ste 310, Chattanooga, TN, 37421, 423-855-5531. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, GA, KS, NH, NY, SC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

Sammy Clyatt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, FL, GA, KS, NH, NY, SC, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.